See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,531 | $50,958-51.9% | $74,550-67.1% | $64,186-61.8% |
| Participation rate | 96.8% | 61.1%+35.7pp | 69.1%+27.6pp | 69.6%+27.2pp |
| Annual return | -8.39% | -1.86%-6.5pp | 32.53%-40.9pp | 7.63%-16.0pp |
| Employer contribution / active EE | $2,823 | $1,115+153.1% | $1,961+43.9% | $2,381+18.6% |
| Participant deferral / active EE | $6,892 | $2,301+199.5% | $3,108+121.8% | $3,470+98.7% |
| Admin fee / account holder | $583 | $4,223-86.2% | $5,060-88.5% | $4,888-88.1% |